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Sales Preparation

Sales Preparation

uman automatically prepares comprehensive briefings for every sales meeting — combining prospect research, your product knowledge, and relevant customer success stories into actionable talking points and personalised sales decks.

Hours of prep work done in minutes. Relevant to your value and business.

After introducing uman, the EAT sales ratio has increased by +20%.

Frédéric VendevovreFounder and CEO,Halifax Consulting

Everything you need for customer meetings

From account insights to expansion opportunities — all automated

Account insights & deal history

Complete context on the account including previous interactions, deal history, current opportunities, and relationship timeline. Know exactly where you stand before every conversation.

  • Previous meeting notes
  • Deal stage & pipeline
  • Relationship timeline
  • Key stakeholders

Stakeholder profiles & participant insights

Deep research on every meeting attendee so you know exactly who you're talking to and what drives them. LinkedIn backgrounds, roles, communication preferences, and potential concerns.

  • LinkedIn background
  • Previous meetings/context
  • Communication style
  • Key priorities

Relevant value propositions & offerings

Automatically matched products and services based on the prospect's industry, challenges, and where they are in the buyer journey. The right solution for their specific situation.

  • Industry-specific case study
  • Product recommendations
  • Competitive differentiators
  • Pricing context

Tailored talking points & smart objectives

Value-based selling approach with prepared talking points, strategic meeting objectives, and key questions to uncover needs and drive the deal forward.

  • Meeting objectives
  • Discovery questions
  • Objection handling
  • Next steps

Personalised sales decks & content

AI-generated presentation materials and sales content tailored to this specific account. Show up prepared with content that's relevant to their situation.

  • Custom slides
  • Relevant case studies
  • Industry content
  • Leave-behind materials

Trusted by sales teams worldwide

See how leading companies are transforming their sales process with uman

After introducing uman, the EAT sales ratio has increased by +20%.

Frédéric Vendevovre
Founder and CEO,Halifax Consulting
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uman delivers real-time, tailored insights that have not only boosted our win rates and cross-sell opportunities but also drastically cut down on administrative tasks, saving our team countless hours.

Raf Alexander
Founder & Managing Partner,Flexso
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We have +80 brands, endless combinations, and clients who want one simple solution. uman knows more about the client and our offerings than we ever did.

Sabrina Van Cutsem
B2B Marketing & Intelligence Director ,DPG Media
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After a meeting uman tells you there is also offering A, B and C that you didn't discuss but are still an opportunity. That works really well.

Stef Knaepkens
Chief AI Officer,Plat4mation
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The coaching sessions provided us with valuable insights into customer engagement.

Peter De Bruijne
Member of Executive Board Region EMEA and South America,Msg
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Why sales teams trust uman

  1. All details of your deals in seconds
  2. Relevant case studies for every meeting
  3. CRM context and deal history
  4. Full stakeholder research included
  5. Talking points matched to your products
  6. Calendar syncs every meeting automatically
  7. Objective meeting suggestions
  8. 40% improvement in meeting conversion

Prep like a machine, sell like a human

Let AI handle the research and prep work — you focus on building relationships and closing deals.

Trusted by 100+ enterprises
Join over 25k sales reps

Frequently asked questions

Everything you need to know about uman.

What if I need custom integrations or features?

Enterprise customers can request custom integrations and features. We work closely with large organizations to ensure uman fits seamlessly into their existing tech stack and workflows.

Does uman work for account management, not just new sales?

Yes! uman is designed for the full customer lifecycle. Account managers use features like health monitoring, cross-sell opportunity detection, and customer meeting preparation to grow existing accounts — not just win new ones.

How does pricing work?

uman offers flexible per-seat pricing with volume discounts for larger teams. We have plans for individual sales reps, small teams, and enterprise organizations. Contact us for a custom quote based on your team size and needs.

What makes uman different from other sales tools?

uman is built specifically for complex B2B sales — not just lead generation. We cover the entire sales cycle: prospecting, meeting prep, deal coaching, CRM updates, and account management. Most importantly, our AI understands your specific products and customers.

Is my data secure?

Absolutely. uman is SOC 2 Type II certified and GDPR compliant. We use AES-256 encryption for all data at rest and in transit. We never share your data with third parties, and you can request deletion at any time.

How does uman integrate with my existing CRM?

uman connects with HubSpot, Salesforce, MS Dynamics 365, and SAP CRM through secure OAuth authentication. Once connected, data syncs automatically — meeting notes, deal updates, and activity logs are pushed to your CRM without any manual data entry.